Other · DOL Form 5500 · 2022
University of Hawaii Foundation Retirement Plan
Data updated 2026-08-11
- $28M
- Total assets
- 99
- Participants
- 82nd
- Percentile by assets
- $285,956
- Avg per participant
Official DOL plan name: University of Hawaii Foundation 403(b) Plan · Sponsored by University of Hawaii Foundation · Hawaii · Educational Services
$28M in assets, 99 participants
University of Hawaii Foundation's University of Hawaii Foundation 403(b) Plan reported $28M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 82nd percentile by assets (of 139,126 plans)
- #2,729 in Educational Services (4,024 peers)
Where University of Hawaii Foundation 403(b) Plan sits by assets
University of Hawaii Foundation 403(b) Plan sits in the top quartile of all filed plans by assets, $28M for 99 participants (~$285,956/participant), down 15.2% in 2022.
- $28M
- total plan assets (2022 EOY)
- 99
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $285,956
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Hawaii Foundation 403(b) Plan vs the 2022 asset distribution
By assets, University of Hawaii Foundation 403(b) Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$5M |
| Employer EIN | 990085260 |
| Plan Effective Date | 1975-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Hawaii Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $28M |
| 2023 | 1 | 89 | $33M |
| 2024 | 1 | 105 | $35M |
Nearby Other Plans in Hawaii
Peer Other plans, same state, same plan type, ranked by total assets.
University of Hawaii Foundation 403(b) Plan vs. nearby Other plans in Hawaii, assets vs. participants
- Hawai'i Pacific Health 403(b) Savings Plan $1.1B · 7,026
- Punahou School Defined Contribution Retirement Plan $269M · 934
- Iolani School Defined Contribution Retirement Plan $169M · 458
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $132M · 900
- The Queen's Health Systems Retirement Plus Plan $103M · 642
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of Hawaii Foundation 403(b) Plan by total assets, not by location.
- Salisbury School DC Retirement Plan (CT) $28M · 178
- The Colburn School Tda / DC Plan (CA) $28M · 294
- Qlarant 403(b) Plan (MD) $28M · 537
- Sewickley Academy DC Plan (PA) $28M · 160
Frequently Asked Questions
How did University of Hawaii Foundation 403(b) Plan assets move in 2022? ▼
How have University of Hawaii Foundation plan assets changed over time? ▼
Where does University of Hawaii Foundation 403(b) Plan rank by assets among Form 5500 filers? ▼
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Ways to act on University of Hawaii Foundation 403(b) Plan's numbers.
- By total assets, University of Hawaii Foundation 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Hawaii. Compare plans
- University of Hawaii Foundation's sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Educational Services plans